Lam Research Corp $53,371,860 Micron Technology Inc $26,760,593 Ultra Clean Holdings Inc $1,588,063 Avnet Inc $285,047 Teradyne Inc $926,343 Ouster Inc $568,539 Lam Research Corp $53,371,860 Micron Technology Inc $26,760,593 Ultra Clean Holdings Inc $1,588,063 Avnet Inc $285,047 Teradyne Inc $926,343 Ouster Inc $568,539